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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
450 Lexington St Ste 202, Auburndale, MA 02466 • United States
Milton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Auburndale | MA | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 09/2010 | 06/2023 |
Real Estate Ownership; Single Family; 120 W 7th St #105, , Boston, MA, 02127; Not Investment-Related; 07/01/2023. Outside Employment; QL Group, LLC; Being paid through LLC for work done at Ameriprise; Manage advisory business; 450 Lexington Street, Suite 202, Auburndale, MA, 02466; Investment-Related; 07/10/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
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